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Sterling Capital Equity Income A (BAEIX) Fund Ranking and Research

Ranking, Research and Recommendation of Sterling Capital Equity Income A (BAEIX) Fund

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Graph of Sterling Capital Equity Income A Fund (BAEIX) ManagerFund Manager - Adam L Bergman

Fund Manager Information

Fund Manager Tenure: 4.4 years
Similar Funds: BAERX 
Fund Family: Sterling Capital Funds
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of Sterling Capital Equity Income A Fund (BAEIX) ProfileSterling Capital Equity Income A Fund (BAEIX) Profile

Fund Profile and Description

Sterling Capital Equity Income A Fund seeks capital growth and current income. Sterling Capital Equity Income A Fund invests normally at least 80% of net assets plus borrowings for investment purposes in equity securities. It invests primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates, and convertible debt securities and convertible preferred stock, which are convertible into common stock, with favorable long-term fundamental characteristics. Sterling Capital Equity Income A Fund may engage in securities lending.

 

Sterling Capital Equity Income A (BAEIX) Fund Strength What we like about Sterling Capital Equity Income A (BAEIX) Fund

Data for Sterling Capital Equity Income A Fund (BAEIX) as of May 30, 2016

  • Sterling Capital Equity Income A Fund (BAEIX) management has been with Sterling Capital Equity Income A Fund for 4.4 years
  • Sterling Capital Equity Income A Fund (BAEIX) ratio of up-years vs down years is greater than 2
  • Sterling Capital Equity Income A Fund (BAEIX) has an annual stock turnover rate of 27.53% vs Large Value average of 44.24%. It is good that Sterling Capital Equity Income A management does not trade extensively for its return.
  • Sterling Capital Equity Income A Fund (BAEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.5, lower than category average of 11.7

Sterling Capital Equity Income A Fund (BAEIX) Weakness What we are cautious about Sterling Capital Equity Income A (BAEIX) Fund

Data for Sterling Capital Equity Income A Fund (BAEIX) as of May 30, 2016

  • Sterling Capital Equity Income A Fund (BAEIX) has a less-than-ideal short-term performance (1-year return -3.04% vs -2.36% Large Value category median performance)
  • Sterling Capital Equity Income A Fund (BAEIX) has a less-than-ideal mid-term performance (3-year return 4.74% vs 7.81% Large Value category median performance)
  • Sterling Capital Equity Income A Fund (BAEIX) has a less-than-ideal Long-term performance (5-year return 7.87% vs 9.15% Large Value category median performance)
  • Sterling Capital Equity Income A Fund (BAEIX) has a Morningstar rating of 3 and below
  • Sterling Capital Equity Income A Fund (BAEIX) does not have a good risk adjusted return as its 3-year Alpha of -4.57 is worse than category average of -2.66, and its 3-year Sharpe ratio is 0.49
  • Sterling Capital Equity Income A Fund (BAEIX) has a higher expense ratio of 1.21% than its Large Value average of 1.10%
  • Sterling Capital Equity Income A Fund (BAEIX) carries a 5.75% load
See Sterling Capital Equity Income A Fund (BAEIX) performance details as of May 30, 2016

 

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Compare Sterling Capital Equity Income A Fund (BAEIX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Sterling Capital Equity Income A5.67-3.044.747.87
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Sterling Capital Equity Income A Fund (BAEIX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Sterling Capital Equity Income A Fund (BAEIX) Net Asset TrackingSterling Capital Equity Income A (BAEIX) Fund Net Asset

Track net asset change of Sterling Capital Equity Income A fund (BAEIX)

DateNet Asset
05/2016$1.59B
03/2016$1.63B
02/2016$1.51B
More historic net asset information on Sterling Capital Equity Income A Fund (BAEIX)

  

Graph of Sterling Capital Equity Income A Fund (BAEIX) Portfolio TrackingSterling Capital Equity Income A (BAEIX) Fund Portfolio Allocation

Track portfolio allocation change of Sterling Capital Equity Income A fund (BAEIX)

DateCashStockBondOther
04/20167.39%92.62%0%0%
02/20162.9%97.1%0%0%
01/20161.98%98.02%0%0%
Click here to see more historic asset allocation information on Sterling Capital Equity Income A Fund (BAEIX)

 

graph of Sterling Capital Equity Income A Fund (BAEIX) Top 10 Position TrackingTop 10 Holdings in Sterling Capital Equity Income A (BAEIX) Fund

Discover what Sterling Capital Equity Income A Fund (BAEIX) manager is buying

Apr 29, 2016
Verizon Communications Inc. Com [4.91%]
Accenture plc Class A Ordinary [4.32%]
Unilever PLC ADR [4.16%]
Spectra Energy Corp Common Stoc [4.08%]
Anthem, Inc. Common Stock [3.84%]
Discover Financial Services Com [3.76%]
Wells Fargo & Company Common St [3.68%]
Pepsico, Inc. Common Stock [3.66%]
QUALCOMM Incorporated [3.65%]
Omnicom Group Inc. Common Stock [3.62%]

Feb 28, 2016
Verizon Communications Inc. Com [5.53%]
Accenture plc Class A Ordinary [4.69%]
Unilever PLC ADR [4.44%]
Spectra Energy Corp Common Stoc [4.24%]
QUALCOMM Incorporated [4.01%]
Anthem, Inc. Common Stock [3.89%]
Pepsico, Inc. Common Stock [3.8%]
Omnicom Group Inc. Common Stock [3.74%]
Wells Fargo & Company Common St [3.65%]

Jan 30, 2016
Verizon Communications Inc. Com [5.51%]
Accenture plc Class A Ordinary [4.98%]
Unilever PLC ADR [4.64%]
Spectra Energy Corp Common Stoc [4.09%]
Pepsico, Inc. Common Stock [3.9%]
Wells Fargo & Company Common St [3.86%]
Microsoft Corporation [3.83%]
Time Warner Cable Inc Common St [3.78%]
Anthem, Inc. Common Stock [3.78%]
QUALCOMM Incorporated [3.58%]
Click here for Stock Holding Change Map in Sterling Capital Equity Income A Fund (BAEIX)

  

Latest News on Sterling Capital Equity Income A (BAEIX) Fund

See what is happening with Sterling Capital Equity Income A Fund (BAEIX)

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Sterling Capital Equity Income A Fund (BAEIX) Related ResourcesSee more information on Sterling Capital Equity Income A (BAEIX) Fund

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